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| Morningstar Return Rating: | Above average | | Year to Date Return: | 40.84% | | 5-Year Average Return: | 5.32% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 9.70% | |
Worst 1-Yr Total Return (2008): | -20.79% | |
Best 3-Yr Total Return (2004-6): | 5.88% | |
Worst 3-Yr Total Return (2006-8): | -3.55% |
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| 1-Year: | 16.54% | | 3-Year: | 5.80% | | 5-Year: | 5.38% | | 10-Year: | 5.77% |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | WRHIX | Category | Diff | Index* | Diff | | Year To Date | 40.84 | 40.95 | -0.11 | 6.24 | 34.6 | | 1-Month | 1.49 | 1.53 | -0.04 | 0.49 | 1 | | 3-Month | 7.19 | 8.19 | -1 | 2.60 | 4.59 | | 1-Year | 37.27 | 35.58 | 1.69 | 13.79 | 23.48 | | 3-Year | 5.80 | 2.61 | 3.19 | 6.35 | -0.55 | | 5-Year | 5.32 | 4.05 | 1.27 | 5.05 | 0.27 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 30.07 | 34.85 | -4.78 | 7.06 | 23.01 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | 6.85 | 0.91 | 5.94 | 7.94 | -1.09 |
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| | * Index means [
BarCap US Agg Bond TR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | WRHIX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -20.79 | -26.41 | 5.62 | | 2007 | | | 3.25 | 1.47 | 1.78 | | 2006 | | | 9.70 | 10.14 | -0.44 | | 2005 | | | 0.59 | 2.59 | -2.00 | | 2004 | | | 7.58 | 9.99 | -2.41 | | 2003 | | | 18.10 | 24.36 | -6.26 | | 2002 | | | 1.53 | -1.52 | 3.05 | | 2001 | | | 9.93 | 2.39 | 7.54 | | 2000 | | | -7.44 | -7.12 | -0.32 | | 1999 | | | 4.82 | 5.05 | -0.23 |
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| PAST QUARTERLY RETURNS (%) FOR
WRHIX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | 7.90 | 16.12 | 10.76 | N/A | | 2008 | -3.98 | 3.51 | -5.91 | -15.30 | | 2007 | 3.10 | 0.50 | 0.54 | -0.89 | | 2006 | 2.33 | 0.56 | 2.16 | 4.34 | | 2005 | -1.96 | 0.38 | 1.67 | 0.54 | | 2004 | 1.51 | -1.21 | 3.40 | 3.75 | | 2003 | 3.08 | 5.94 | 3.54 | 4.46 | | 2002 | 2.51 | -3.66 | -0.93 | 3.78 | | 2001 | 4.75 | 0.78 | -2.56 | 6.86 | | 2000 | -3.20 | -0.34 | -1.58 | -2.52 | | 1999 | N/A | N/A | N/A | 6.59 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 317 | 547 | 57.95 | | 1-Month | 484 | 577 | 83.88 | | 3-Month | 372 | 573 | 64.92 | | 6-Month | 414 | 553 | 74.86 | | 1-Year | 230 | 546 | 42.12 | | 3-Year | 22 | 471 | 4.67 | | 5-Year | 62 | 401 | 15.46 |
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0.50% Nasdaq 
Performance
